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  • Tesla: Still Troubled By Model X Woes  [View article]
    Jack,

    Even the "minor" problems you identify would be completely unacceptable to a Honda Accord buyer - the exact mainstream buyer and target for the model 3 - they expect perfection and they get it. If they don't get it right, right from the beginning the brand will die in that space before it gets going and remain a niche player.
    Feb 11, 2016. 03:55 PM | 2 Likes Like |Link to Comment
  • Tesla: Still Troubled By Model X Woes  [View article]
    Something interesting about that $153 price for TSLA - flat-lining there. Perhaps that's where the margin calls for Elon get triggered. Action in SCTY today has to be making the debtors doubly nervous.
    Feb 11, 2016. 02:22 PM | 1 Like Like |Link to Comment
  • Solar stocks hammered again; SunEdison tumbles after lawsuit  [View news story]
    Goldman Sachs paging Elon, margin calling!
    Feb 11, 2016. 02:16 PM | 1 Like Like |Link to Comment
  • Tesla: Still Troubled By Model X Woes  [View article]
    When people start questioning the calculation of numbers as basic as cashflow, you know this company has a big problem. If the numbers were in fact good there would be no need to massage them and contort them.
    Feb 11, 2016. 02:15 PM | 4 Likes Like |Link to Comment
  • Tesla: Short This Rally Now  [View article]
    anantxinx,

    I would absolutely short UBER if it were possible to do so. I predict a massive implosion in this fantasy ZIRPicorn before this cycle is over.

    When the public markets go bad it is far worse for the private companies that rely upon the kindness of strangers (OPM) to survive.
    Feb 11, 2016. 12:40 PM | 1 Like Like |Link to Comment
  • Tesla: Short This Rally Now  [View article]
    Amazingly after a 50% drawdown on the stock the level of bullishness has not really changed all that much. If it wasn't for shorts and short covering this stock would have plunged straight down!
    Feb 11, 2016. 12:14 PM | 4 Likes Like |Link to Comment
  • Tesla Earnings: Loss Per Car, Net Margin Hit Frightening Levels  [View article]
    Amazing that you can have two forms of accounting GAAP and non-GAAP that produce two completely different pictures of the same revenues, costs and allocations.

    The "non" in front of Generally Accepted Accounting Principles (GAAP) does kind of tell you which one is more credible!

    DEFINITION of 'Generally Accepted Accounting Principles - GAAP'

    The common set of accounting principles, standards and procedures that companies use to compile their financial statements. GAAP are a combination of authoritative standards (set by policy boards) and simply the commonly accepted ways of recording and reporting accounting information.
    Read more: Generally Accepted Accounting Principles (GAAP) Definition | Investopedia http://bit.ly/1V5i9HK
    Follow us: Investopedia on Facebook
    Feb 10, 2016. 11:53 PM | 4 Likes Like |Link to Comment
  • Report: Multiple states open insurance probes into Zenefits  [View news story]
    Implosion appears imminent. Too bad. Great idea but you have to follow the law.

    From unicorn to unicorpse!
    Feb 10, 2016. 09:38 PM | Likes Like |Link to Comment
  • Tesla Motors aims high with 2016 guidance  [View news story]
    The Q&A will be when the aftermarket price gets real - pay attention to that.
    Feb 10, 2016. 06:06 PM | Likes Like |Link to Comment
  • Tesla Motors aims high with 2016 guidance  [View news story]
    How come the revenue gap between GAAP and Non-GAAP ($1.2 billion vs. $1.7 billion) is so humongous?

    Isn't revenue, revenue?

    I wish I could do that with my personal taxes ;)
    Feb 10, 2016. 04:32 PM | 12 Likes Like |Link to Comment
  • Tesla misses by $0.99, misses on revenue  [View news story]
    Now that's a schwing and a miss (BUT currently trading "higher", compared to where it closed in aftermarket)!
    Feb 10, 2016. 04:22 PM | 5 Likes Like |Link to Comment
  • (97)-Best Ways To Invest -- What's Your Opinion? A Place To Share Ideas! #97  [View instapost]
    Tack,

    re TSLA. This is the first stock I ever shorted and I have done it through LEAPS Puts (Jan 17, $160) which I bought early last year.

    The ride on this has been nothing but insane much like the stock itself. I saw a drop in value of over 60% in them and then just about the beginning of this year they have rallied by 400% which puts me up by 60% heading into earnings.

    Now that's a swing!

    It was an interesting experiment for me and I may keep holding until closer to the expiration. Even with the recent drop I still find it obscenely overvalued.
    Feb 10, 2016. 02:53 PM | 1 Like Like |Link to Comment
  • 3 Real Threats Tesla May Not Be Able To Escape  [View article]
    Between SCTY & TSLA has anyone figured out how much Elon has lost since the beginning of the year?

    Is there a crazy "ringing off the hook demand" for margin calls at the Musk Mansion?
    Feb 10, 2016. 02:40 PM | 3 Likes Like |Link to Comment
  • Yellen: Fed will cut rates if necessary  [View news story]
    "would think they deliberately get it wrong."

    Yes, yes they do. They are as much a political animal as they are stewards of the country's financial system.
    Feb 10, 2016. 12:27 PM | 5 Likes Like |Link to Comment
  • SolarCity misses Q4 installation guidance, offers soft Q1 outlook; shares -24.3% (updated)  [View news story]
    Between SCTY & TSLA has anyone figured out how much Elon has lost since the beginning of the year?

    Is there a crazy ringing off the hook demand for margin calls at the Musk Mansion?
    Feb 9, 2016. 09:05 PM | Likes Like |Link to Comment
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